Associate Account Manager
About The Position
The Associate Account Manager performs organized, timely client service and develops a thorough understanding of clients’ needs. The role independently handles day-to-day service, including calls, messages, routine correspondence, and serving as a point of contact for internal and external clients. It works with existing and prospective clients to grow assets under management and establish relationships, supports high-net-worth clients with investment opportunities and the eSI app, and offers investment, banking, credit, asset-management, and risk-management products and services. The position reports to the Client Service Manager. The role also supports account opening, updating, and closing; wire-transfer requests; credit operations; overdraft monitoring; investment-profile updates; and back-office processing. Responsibilities include coordinating with internal teams, following up on transactions and client requests, and promptly resolving client concerns. Other duties may be assigned by the immediate supervisor.
Requirements
- Bachelor’s degree or equivalent experience.
- 3–5 years of relevant experience or demonstrated required level of proficiency.
- Required fluency in Spanish, English, and Portuguese.
- Knowledge of modeling techniques and financial analysis.
- Strong knowledge of banking and regulatory documentation requirements.
- Excellent time-management skills and ability to multitask and prioritize work.
- Excellent written and verbal communication skills.
- Organizational and planning skills suited to a fast-paced environment.
- Attention to detail and problem-solving skills.
- Microsoft Office and eS SIystem technical knowledge.
- Strong sales and marketing skills.
- Strong interpersonal and organizational skills.
- Excellent corporate work ethics.
- Demonstrated analytical and problem-solving skills, including the ability to proactively identify, address, and mitigate potential problems.
Responsibilities
- Work with existing and prospective clients to grow assets under management and establish new relationships.
- Analyze investment opportunities, maintain high-net-worth client relationships, and guide clients through the eSI app.
- Offer investment products and services, including asset and risk management, banking, and credit.
- Address client requirements and escalations urgently, collaborate with functional units to resolve issues, and proactively contact clients to address dissatisfaction.
- Read and respond to emails daily.
- Verify account-opening information; collect, review, and follow up on account-opening and account-update information using DocuSign.
- Collect, review, and follow up on account-closing information using the new system.
- Address wire-transfer requests, follow up through the 360 EWF workflow, and send confirmations when needed.
- Coordinate meetings with the credit area; review new-loan and loan-renewal information prepared by Credit Risk for client signature; and assist with required credit reports.
- Check daily account-movement reports, identify overdrafts, and cover them.
- Update clients’ investment profiles as needed for backup and coordinate and follow up on pending POs for the team to avoid Tolerancia 0.
- Verify that requested transactions have been completed or processed by the operations department.
- Open and close accounts and portfolios using the new system.
- Process incoming and outgoing securities transfers using the new system.
- Follow up with clients on capital calls and cover designated portfolios so the Back Office Team can process them.
- Perform other duties as assigned or requested by the immediate supervisor.
Benefits
- The company describes a competitive rewards package and benefits designed to support employees, their families, and their well-being.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
